Who Owns INVESCO EXCH TRADED FD TR II (PSCD)? -- Institutional Holders (2026-03-31)
24 institutions reported holding $8.1M of INVESCO EXCH TRADED FD TR II (PSCD) in SEC 13F filings for 2026-03-31. Largest institutional holders: Virtu Financial LLC ($1.6M), EP Wealth Advisors, LLC ($1.2M), PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC ($1.2M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($912,750), RAYMOND JAMES FINANCIAL INC ($505,603). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Virtu Financial LLC | $1.6M | 15,903 | Added |
| 2 | EP Wealth Advisors, LLC | $1.2M | 11,839 | Added |
| 3 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $1.2M | 11,837 | New |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $912,750 | 8,883 | New |
| 5 | RAYMOND JAMES FINANCIAL INC | $505,603 | 4,921 | Trimmed |
| 6 | MORGAN STANLEY | $480,637 | 4,677 | Trimmed |
| 7 | GOLDMAN SACHS GROUP INC | $463,927 | 4,515 | Hold |
| 8 | BANK OF AMERICA CORP /DE/ | $377,100 | 3,670 | Trimmed |
| 9 | LPL Financial LLC | $315,463 | 3,070 | Trimmed |
| 10 | Gladstone Institutional Advisory LLC | $287,604 | 2,799 | New |
| 11 | OSAIC HOLDINGS, INC. | $234,164 | 2,278 | Trimmed |
| 12 | Beacon Pointe Advisors, LLC | $207,155 | 2,016 | Added |
| 13 | DAGCO, INC. | $98,334 | 957 | Hold |
| 14 | UBS Group AG | $42,539 | 414 | Added |
| 15 | Steward Partners Investment Advisory, LLC | $42,163 | 410 | Hold |
| 16 | Capital Investment Advisory Services, LLC | $16,174 | 157 | Hold |
| 17 | MPWM ADVISORY SOLUTIONS, LLC | $15,002 | 146 | Hold |
| 18 | Triumph Capital Management | $8,939 | 87 | Hold |
| 19 | Key Financial Inc | $7,501 | 73 | Hold |
| 20 | PURSUIT WEALTH STRATEGIES, LLC | $7,290 | 71 | Hold |
| 21 | JONES FINANCIAL COMPANIES LLLP | $3,007 | 30 | Hold |
| 22 | WELLS FARGO & COMPANY/MN | $90 | 1 | Hold |
| 23 | HOHIMER WEALTH MANAGEMENT, LLC | $0 | 0 | Exited |
| 24 | OPTIMA CAPITAL LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31